Planned Solutions’s Maximus MMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-700
Closed -$58.7K 369
2023
Q4
$58.7K Buy
+700
New +$58.7K 0.03% 261
2021
Q1
Sell
-700
Closed -$51K 277
2020
Q4
$51K Buy
+700
New +$51K 0.04% 194